Vault-13

BV FINL INC BVFL

COM NEW · Common Stock · CUSIP 05603E208

69 institutional holders +1 vs Q1 2026
3,198,7283.2m shares reported held*
37.8% of all shares outstanding*
$66.2mreported value*
8 new 31 added 16 reduced 5 sold out net sold ≈ $2.9m (-138.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($474.2k this quarter). Holder counts are more reliable. Shares outstanding: 8.5m as of 2026-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $20.70.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 23: 19Q4 23: 27Q1 24: 29Q2 24: 25Q3 24: 29Q4 24: 38Q1 25: 39Q2 25: 51Q3 25: 61Q4 25: 62Q1 26: 68Q2 26: 6969Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 202319
Q4 202327
Q1 202429
Q2 202425
Q3 202429
Q4 202438
Q1 202539
Q2 202551
Q3 202561
Q4 202562
Q1 202668
Q2 202669

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 11 bought or addedQ3 24: 8 cut or sold outQ4 24: 23 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 15 cut or sold outQ2 25: 36 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 17 cut or sold outQ4 25: 27 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 32 cut or sold outQ2 26: 39 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024118
Q4 2024239
Q1 20251815
Q2 20253620
Q3 20253517
Q4 20252727
Q1 20262132
Q2 20263921

Biggest buyers

BlackRock, Inc. Added +26,181+26.2k
CITADEL ADVISORS LLC New +18,677+18.7k
AQR CAPITAL MANAGEMENT LLC New +14,999+15.0k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC New +13,544+13.5k
RITHOLTZ WEALTH MANAGEMENT New +11,557+11.6k
STRS OHIO Added +9,400+9.4k
GEODE CAPITAL MANAGEMENT, LLC Added +8,843+8.8k
LOS ANGELES CAPITAL MANAGEMENT LLC Added +7,919+7.9k
DIMENSIONAL FUND ADVISORS LP Added +7,759+7.8k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +5,665+5.7k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Sold out -110,071-110.1k
ALLIANCEBERNSTEIN L.P. Reduced -70,231-70.2k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -65,519-65.5k
Saber Capital Managment, LLC Reduced -14,252-14.3k
GOLDMAN SACHS GROUP INC Reduced -11,702-11.7k
STILWELL VALUE LLC Reduced -10,000-10.0k
STATE STREET CORP Reduced -5,244-5.2k
NEW YORK STATE COMMON RETIREMENT FUND Reduced -4,700-4.7k
BANK OF AMERICA CORP /DE/ Reduced -1,556-1.6k
UBS Group AG Reduced -587-587

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BayVanguard Bank Employee Stock Ownership Plan Trust 13G · institution +1.5 pts · filed 2026-02-11 9.6% +1.5 pts 853.9k≈ $18.1m 2026-02-11
ALLIANCEBERNSTEIN L.P. 13G · institution -1.5 pts · filed 2026-08-14 8.8% -1.5 pts 764.9k≈ $16.2m 2026-08-14
BlackRock, Inc. 13G · institution new · filed 2025-10-17 5.4% new 536.0k≈ $10.7m 2025-10-17

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Fourthstone LLC (3.0%, 2025-11-14)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—2$251.9k—
Q3 20250—1$460.6k—
Q4 20250—0——
Q1 20260—1$29.5k—
Q2 20260—1$943.0k—
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-12 Galli Joseph S Director · By IRA Sold 3,080 $19.82 $61.1k3.1k shares -100%
2026-06-11 Galli Joseph S Director · By IRA Sold 8,122 $19.84 $161.1k8.1k shares -72%
2026-06-10 Galli Joseph S Director · By IRA Sold 5,000 $19.85 $99.2k5.0k shares -31%
2026-06-09 Galli Joseph S Director · By IRA Sold 5,113 $19.75 $101.0k5.1k shares -24%
2026-06-08 Galli Joseph S Director · By IRA Sold 185 $19.90 $3.7k185 shares -1%
2026-06-05 Galli Joseph S Director · By IRA Sold 3,060 $19.93 $61.0k3.1k shares -12%
2026-06-02 Galli Joseph S Director · By IRA Sold 114 $19.80 $2.3k114 shares -0%
2026-05-28 Galli Joseph S Director · By IRA Sold 3,404 $19.94 $67.9k3.4k shares -12%
2026-05-27 Galli Joseph S Director · By IRA Sold 2,027 $19.90 $40.3k2.0k shares -7%
2026-05-26 Galli Joseph S Director · By IRA Sold 1,067 $19.90 $21.2k1.1k shares -3%
2026-05-11 Galli Joseph S Director · By IRA Sold 169 $20.00 $3.4k169 shares -0%
2026-05-08 Galli Joseph S Director · By IRA Sold 5,000 $20.00 $100.0k5.0k shares -14%
2026-05-07 Galli Joseph S Director · By IRA Sold 5,000 $20.00 $100.0k5.0k shares -12%
2026-04-28 Galli Joseph S Director · By IRA Sold 6,000 $20.13 $120.8k6.0k shares -13%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 764,934764.9k $14.6m $14.6m 0.00% Reduced -70.2k -70,231
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 593,526593.5k $12.6m $12.6m 0.00% Added +26.2k +26,181
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 305,938305.9k $6.5m $6.5m 0.00% Reduced -65.5k -65,519
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 174,351174.4k $3.7m $3.7m 0.00% Added +8.8k +8,843
5 GENDELL JEFFREY L 0.03% of their portfolio Greenwich, CT 141,262141.3k $3.0m $3.0m 0.03% Unchanged
6 Oppenheimer & Close, LLC 1.80% of their portfolio NEW YORK, NY 134,533134.5k $2.8m $2.8m 1.80% Unchanged
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 128,692128.7k $2.7m $2.7m 0.00% Added +7.8k +7,759
8 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 115,248115.2k $2.4m $2.4m 0.00% Unchanged
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 100,798100.8k $2.1m $2.1m 0.00% Reduced -5.2k -5,244
10 STILWELL VALUE LLC 0.97% of their portfolio NEW YORK, NY 80,00080.0k $1.7m $1.7m 0.97% Reduced -10.0k -10,000
11 Beartown Capital Management, LLC 0.57% of their portfolio HUNTINGTON WOODS, MI 60,61660.6k $1.3m $1.3m 0.57% Unchanged
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 52,89652.9k $1.1m $1.1m 0.00% Added +2.4k +2,428
13 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 51,05051.0k $1.1m $1.1m 0.00% Reduced -11.7k -11,702
14 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 45,93445.9k $972.9k $972.9k 0.00% Added +453 +453
15 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 45,49945.5k $963.7k $963.7k 0.00% Added +5.7k +5,665
16 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 39,88839.9k $855.8k $855.8k 0.00% Added +2.0k +1,965
17 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 28,37528.4k $601.0k $601.0k 0.00% Added +90 +90
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 26,77526.8k $567.1k $567.1k 0.00% Added +5.0k +4,968
19 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 25,14925.1k $532.7k $532.7k 0.01% Added +1.6k +1,578
20 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 22,77922.8k $482.5k $482.5k 0.00% Reduced -299 -299
21 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 22,50022.5k $476.6k $476.6k 0.00% Added +9.4k +9,400
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 22,21522.2k $470.5k $470.5k 0.00% Reduced -1.6k -1,556
23 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 22,14922.1k $469.1k $469.1k 0.00% Added +1.6k +1,578
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 21,94121.9k $464.7k $464.7k 0.00% Added +1.8k +1,785
25 COURIER CAPITAL LLC 0.02% of their portfolio BUFFALO, NY 20,91320.9k $442.9k $442.9k 0.02% Unchanged
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 19,75319.8k $418.4k $418.4k 0.00% Added +1.9k +1,917
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,67718.7k $395.6k $395.6k 0.00% New
28 Saber Capital Managment, LLC 0.26% of their portfolio FUQUAY VARINA, NC 17,31417.3k $366.7k $366.7k 0.26% Reduced -14.3k -14,252
29 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 15,12115.1k $320.3k $320.3k 0.00% Added +7.9k +7,919
30 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,99915.0k $317.7k $317.7k 0.00% New
31 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 13,54413.5k $286.9k $286.9k 0.00% New
32 RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio NEW YORK, NY 11,55711.6k $244.8k $244.8k 0.00% New
33 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 9,6119.6k $203.6k $203.6k 0.00% Reduced -573 -573
34 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 6,6276.6k $140.4k $140.4k 0.00% Added +3.4k +3,375
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,6825.7k $120.3k $120.3k 0.00% Added +3.1k +3,086
36 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 5,4885.5k $116.2k $116.2k 0.00% Added +4.0k +4,026
37 Covestor Ltd 0.06% of their portfolio LONDON, X0 4,8504.8k $103.0k $103.0k 0.06% Added +33 +33
38 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,7623.8k $79.7k $79.7k 0.00% Unchanged
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,4463.4k $73.0k $73.0k 0.00% Reduced -587 -587
40 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,3153.3k $70.2k $70.2k 0.00% Added +1.6k +1,648
41 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,1313.1k $66.3k $66.3k 0.00% Added +1.8k +1,785
42 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 3,1253.1k $66.2k $66.2k 0.00% Reduced -85 -85
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,9062.9k $62.0k $62.0k 0.00% Added +16 +16
44 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 1,9612.0k $41.5k $41.5k 0.00% Unchanged
45 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 1,5301.5k $32.4k $32.4k 0.00% Unchanged
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,3581.4k $29.0k $29.0k 0.00% Added +1.0k +1,048
47 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,0921.1k $23.1k $23.1k 0.00% Reduced -296 -296
48 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,0701.1k $22.7k $22.7k 0.00% Unchanged
49 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 884884 $18.7k $18.7k 0.00% Unchanged
50 Legal & General Group Plc 0.00% of their portfolio London, X0 739739 $15.7k $15.7k 0.00% Added +231 +231
51 FMR LLC 0.00% of their portfolio BOSTON, MA 442442 $9.4k $9.4k 0.00% Added +54 +54
52 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 300300 $6.4k $6.4k 0.00% Reduced -4.7k -4,700
53 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 229229 $4.8k $4.8k 0.00% Added +228 +228
54 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 144144 $3.0k $3.0k 0.00% New
55 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 128128 $2.7k $2.7k 0.00% Reduced -100 -100
56 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 9393 $2.0k $2.0k 0.00% Reduced -287 -287
57 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 7373 $1.5k $1.5k 0.00% Added +5 +5
58 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 5050 $1.0k $1.0k 0.00% Unchanged
59 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 3636 $762 $762 0.00% Unchanged
60 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 2727 $572 $572 0.00% Reduced -88 -88
61 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 2525 $530 $530 0.00% New
62 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2222 $466 $466 0.00% Unchanged
63 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1111 $233 $233 0.00% Unchanged
64 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1111 $234 $234 0.00% Added +5 +5
65 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 77 $148 $148 0.00% Added +4 +4
66 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 66 $127 $127 0.00% Added +4 +4
67 Basecamp Wealth Advisors LLC 0.00% of their portfolio BELLEVUE, WA 55 $106 $106 0.00% Added +2 +2
68 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 33 $64 $64 0.00% New
69 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 22 $43 $43 0.00% New